Relationships that transcend generations.

At BDO, we are focused on helping multi-generational families and high net worth individuals manage their wealth enterprises. We have a deep bench of professional resources dedicated to advising family offices of all sizes on the complex tax, audit and advisory issues facing today’s family offices.


Private Client Services

Our Private Client Services group advises family office clients in all aspects of estate, income, and gift taxation; trust tax compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. We have a wealth of professional resources dedicated to minimizing our clients’ tax burdens, while maintaining compliance with local and international regulations.

Private Equity Services

The firm’s Private Equity Practice supports private equity sponsors, private equity funds, portfolios, venture capital, mezzanine, and buyout firms, coordinating transactions in multiple countries. Our dedicated Private Equity teams provide fund services, transaction advisory, portfolio management, and compliance guidance for family office investors around the world.

Featured Insights

  TaxReform_insightsx350_4.jpg     Estate Planning After Tax Reform
Tax reform has created new planning opportunities. Every high-net worth family should consider how the changes to the estate and gift tax exemptions impact their strategies.  

  TAX_2018_TaxOutlookSurveyx350.jpg     Tax Reform Wealth Planning Opportunities
Affluent families should consider developing a lifetime gifting strategy to use some or all of their increased exemptions prior to December 31, 2025.
  PE-PErspective-Podcast-001_12-17_pic-x350-(2).jpg     Private Equity PErspectives Podcast
The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon.
  PE_Perspective-Survey-Report_2019_pic-x350.jpg     BDO's Tenth Annual Private Equity PErspective Survey
Bracing for a market correction, while uncovering value.



Key Contacts

Jeffrey Kane

National Managing Partner – Private Client Services
616-389-8619 / jkane@bdo.com
Scott Hendon

National Private Equity Industry Group Leader
214-665-0750 / shendon@bdo.com